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Technology Stocks : Ampex Corporation (AEXCA) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Lee who wrote (5563)	2/16/1999 7:03:00 PM
From: B. A. Marlow	Respond to of 17679

My sentiments exactly, Paul. The only pro I've come across here who's shorting now is buy-side analyst, Axxel Knutson. Know his work? Don't necessarily agree with him, but he's got a good record. Here's what he just posted to me on the QWST board, where I asked him why he's bearish: Message 7857555 Axxel's newsletter is interesting and colorful. Funniest analyst you'll ever come across, promise! No charge if anyone wants to sign up. (Details at the bottom of his post.) BAM

To: Paul Lee who wrote (5563)	2/16/1999 7:10:00 PM
From: Hal Campbell	Read Replies (2) \| Respond to of 17679

Hey, many were hoping to be .Com munists quickly and share the riches. Not happening. Not yet. Me, I'd welcome any comments on our assumptions here..... Is DST growth likely? MicroNet growth? DCR recovery? ( Mighty hard to know - potent if so.) How fair is our assumption that AXC would not eagerly enter video delivery on the web unless they felt they had something proprietary to bring to it? Or did they just venture there to jack the stock price up some (if so, it worked). Is a TVontheWeb- Reiters combo truly a potential IPO? And if so, what capitalization is reasonable to expect - and also what captalization is possible? Is the risk of holding a stock with possibly still falling revenues worth the possible upside from these levels? Alot of questions and possibilities.